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Connected software for small teams

Bring your vision to life. Turn ideas into action.

Spend less time chasing details and more time winning customers, leading your team, and building your business.

See the tools

Pick the example job closest to yours.

Holiday party · Mendoza LawDec 12Catering · 80 guests
Tap CRM, Docs, Slides or Invoices to open that tool on this sample job.
Holiday party · Mendoza Law
7 pieces on this job
One project. Every piece around it.
Watch the sample job open across connected tools.
Sample project · illustrative data

Start small

Start with one tool. Add the rest when you want.

One tool is enough

Use Slides for proposals, CRM for your pipeline, or Tasks for your crew. Each works on its own.

Start with your next job

No importing your whole history. One real job is enough to see it work.

Add the customer once

The proposal, the crew’s tasks and the job card already know them. No typing the same name three times.

Unite ToolsSlidesLive

Paste your notes. Get a finished deck in seconds.

Proposals, price boards, training and Sunday slides, written and laid out for you.

  • Paste notes, an outline or the proposal you already wrote; get a finished deck
  • 47 looks, each in light and dark, with your accent color, heading font and logo
  • Change a slide by asking: “make the title bigger”, “make it light green”, “split it in two”
  • Free stock photos or AI pictures, with progress you can see
  • Present from the browser, publish a link anyone can open, or download PDF and PowerPoint
See everything Slides does →
unitetools.com/slides · My decksExample data
Mendoza party · Proposal, Deep Navy look
Mendoza party · ProposalDeep Navy · 6 slides
Ruiz install · Proposal, Meridian look
Ruiz install · ProposalMeridian · 4 slides
Mendoza party · Event plan, Civic Stencil look
Mendoza party · Event planCivic Stencil · 8 slides
Ruiz install · The plan, Fieldwork look
Ruiz install · The planFieldwork · 4 slides
Ruiz install · Done, Edition look
Ruiz install · DoneEdition · 4 slides
Mendoza party · Thank you, Dusk look
Mendoza party · Thank youDusk · 2 slides
Ask AI: make the title light green

Unite ToolsCRMLive

Know who to call today.

A pipeline board for your customers, with the money and the priority on every card. Reach anyone from their card in one tap.

  • Call, text or email from any contact card in one tap. Text and email open your own phone or mail app
  • Save any contact to your phone’s Contacts
  • A button for each next step: “Call Maria” shows Call, “Lunch Friday” shows Add to calendar
  • P1 in red for who to call today, and a light-red band when a follow-up is due or late
  • A board with your own stage names and a dollar value on every card
  • Sign-up forms with a QR code; people sign up without a login
See everything CRM does →
unitetools.com/crm · Events boardExample data

Inquiry2

+ Add contact
PS
Priya ShahShah wedding
P2
$9,600.00Tasting Sat
MH
Marcus HillHill Auto open house
P3
$1,200.00Send menu

Quote sent1

+ Add contact
CM
Carla MendozaMendoza Law
P1
$4,800.00Quote sent
Due today · Call Carla
CallTextEmail
RM
Ray MendezGrace Church dinner
P2
$1,850.00Follow up Wed

Booked2

+ Add contact
CM
Carla MendozaMendoza Law
P1
$4,800.00Booked today
LO
Lena OrtizWestside Pantry gala
P3
$3,400.00Order linens

Paid1

+ Add contact
KT
Kim TranTran Dental lunch
P4
$640.00Thank-you sent

Unite ToolsTasksLive

Your crew gets their tasks by link. No login.

To do, Doing, Done for everyone on the job, and each person sees only their own list.

  • A board or a list: To do, Doing, Done
  • Every person gets a private link; no account, no password, only their tasks
  • Due dates and P1–P5 priority, with overdue work in red
  • Who owes what: every open task by person, shareable by link
  • An email when someone is given a task
See everything Tasks does →
unitetools.com/tasks · Holiday partyExample data

To do3

Confirm guest countMark doing
P1Dec 5
ALAna Lee
Order linens from RiveraMark doing
P2Dec 8
ALAna Lee
Dessert table planMark doing
P3Dec 10
RDRosa Diaz
Prep vegetarian platesMark doing
P2Dec 12
RDRosa Diaz

Doing2

Prep vegetarian platesMark done
P2Dec 12
RDRosa Diaz
Tasting for CarlaMark done
P1Dec 3
RDRosa Diaz

Done2

Venue walk-throughDone
P3Nov 14
KTKim Tran
Menu approvedDone
P2Nov 20
ALAna Lee
Rosa’s tasks
Tasting for CarlaMark done
P1Dec 3
RDRosa Diaz
Opened from a private link. No login.

Unite ToolsDocsLive

The one doc your team actually sees.

Scopes, menus and plans in one place, linked to the people and the job they’re about.

  • @-link the people, decks, tasks and projects a doc is about; it shows up on their side too
  • Comments in threads you can resolve
  • Saved versions you can go back to
  • Pictures in the doc, plus files in folders with search
  • Share with a named teammate to comment or edit
See everything Docs does →
unitetools.com/docs · Scope of workExample content
Unite Tools Docs: a folder list on the left, the Scope of work doc for the Mendoza Law holiday party in the middle, and a comment thread on the right

Unite ToolsProjectsLive

Everything about one job, on one card.

The doc, the proposal, the people and the tasks for one job or event, with the next step on top.

  • One card holds the planning doc, the deck, the guest list and the tasks
  • Steps from Plan to Build, Promote, Event day and Follow-up
  • A suggested next step, with the reason shown
  • Link what you already made in the other tools
  • The team and an activity feed on every project
See everything Projects does →
unitetools.com/projects · Holiday partyExample data
PlanBuildPromoteEvent dayFollow-up
Planning docScope · DocsLinked
Holiday party · Mendoza LawDec 12 · 80 guests
Proposal6 slides · SlidesLinked
Guest listEvents board · CRMLinked
Tasks5 open · TasksLinked
Next step: assign the setup crew. Why? The event is 9 days out.

Unite ToolsEventsLive

Plan the whole event on one sheet.

Describe the event in a couple of minutes, by voice or typing. Events writes the plan.

  • Talk it through or type it, or fill in the form
  • A schedule, one line per moment of the day
  • Teams with leads, members and their tasks: setup, counter, program
  • Checklists by category, from check-in to clean-up
  • Print it or save a PDF for everyone working the day
See everything Events does →
unitetools.com/events · Grand openingExample data

Grand opening · Reyes Bakery

Sat, May 3 · plan written from a two-minute description · Schedule
Setup and samples outFront tables, sign at the door
Doors openFirst 50 get a free concha
Ribbon cuttingChamber photo, two minutes
Raffle drawingNames from the sign-up form
TeamsSetup · Counter · Program
Checklist12 of 18 done
PrintSave as PDF

Coming soon

Next on the job card.

Unite ToolsWebsites Coming soon

A web page for your business from a short brief, in the same look as your deck.

Unite ToolsCheck-In Coming soon

Check people in at the door with a scan.

Unite ToolsLetterhead Coming soon

Your brand kit, with letters and certificates in your colors and names filled in. You and your team will also be able to make presentations and web pages in your brand kit.

Unite ToolsInvoices Coming soon

Email a photo of a receipt. It lands on the job’s costs.

Our story

Tools that unite a team behind your vision.

A large group of AGORA youth in matching hoodies at a Christmas party, laughing and posing on the floor
Some of our inner-city youth
Jason Brooks and his family, eight adults and a baby, standing together under an oak tree
Jason Brooks and family

Jason Brooks started an educational software company, sold his software to Pearson and became a Pearson royalty author. He then left business to lead an inner-city nonprofit in San Antonio, Texas.

Unite was built inside AGORA Ministries, a nonprofit of about 25 staff on San Antonio’s west side. We had a mission and no IT department. The client lived in one app, the proposal in another, the invoice in a third, and the thank-you note in someone’s head. Staff were the glue, and the glue was tired.

So we connected the tools around one job: the people, the scope, the deck and the tasks, with the bill coming next. It worked for us, and we built it to work the same way for a roofer, a caterer or a food pantry.

Your business has a vision too, even if you’ve never called it that. Three employees fed. A neighborhood that trusts your name. Unite exists so the job gets done and the vision gets your attention.

Built insideAGORA Ministries
WhereSan Antonio’s west side
Serving since1989
TeamAbout 25 staff, no IT department
Led byJason Brooks, Executive Director